Creating & Editing File Formats

The first page that is displayed is the “File Format - File Layout” page.

This page is where you tell the system the name of the File Format, how each record is delimited, how each field is delimited, etc.

Example - CSV

Example - CSV

Example - Fixed Length

Example - Fixed Length


Actions

Available actions, subject to permissions, are:

"SAVE CHANGES" Button

Will save any changes made to the File Format record and return you to the list of File Formats.

"NEXT" Button

Will take you to the File Format - Data Fields page.

"CANCEL" Button

Will ignore any changes made to the File Format record and return you to the list of File Formats.

This page is where you tell the system how each record in the file should be split, or “mapped”, to match the system fields.

Example - CSV

Example - CSV

Example - Fixed Length

Example - Fixed Length

The “SELECT FILE” button allows you to, temporarily, upload a test file into the system to “see” what the map looks like against your data.

To upload the test file, click on the “SELECT FILE” button, Select the appropriate file, and click the “UPLOAD FILE” button.

Once the file has been uploaded the File Format - Test Data and File Format - Test Data Table sections are added to the page

Example - File Format - Test Data

This uses the “Key” colour in the Data Fields section of the page to highlight, in the uploaded test file, which parts of the data will be used for each field.

The image below shows the field colour key applied to a fixed length file.

Example -  File Format - Test Data

Example - File Format - Test Data Table

This uses the mapping in the Data Fields to represent the mapping in the form of a table.

Example -  File Format - Test Data Table


Actions

Available actions, subject to permissions, are:

"SAVE CHANGES" Button

Will save any changes made to the File Format record and return you to the list of File Formats.

"BACK" Button

Will take you to the File Format - File Layout page.

"CANCEL" Button

Will ignore any changes made to the File Format record and return you to the list of File Formats.

  • Last modified: 2020/09/04 16:41